People Moves

Change At The Top Of Peak Advisor Alliance

Eliane Chavagnon Editor - Family Wealth Report January 13, 2015

Change At The Top Of Peak Advisor Alliance

Laura Pierson has been promoted to managing director of Peak Advisor Alliance, the financial advisor coaching and resources firm which is part of Omaha, NB-based Carson Wealth Management Group.

Laura Pierson has been promoted to managing director of Peak Advisor Alliance, the financial advisor coaching and resources firm which is part of Omaha, NE-based Carson Wealth Management Group.

Pierson, who joined Peak Advisor Alliance in 2006, previously served as vice president and general manager, tasked with directing the day-to-day operations of the organization. In her new role, she will lead all aspects of the business including the development and execution of strategic initiatives and staffing.

The firm confirmed that Pierson takes over the mantle from Paul West, who has taken on a new enterprise-wide role at Carson Wealth Management Group as managing director of business development.

West will be responsible for the growth of new business and relationships for its Carson Institutional Alliance, Carson Wealth and Peak Advisor Alliance subsidiaries.

Carson Wealth Management Group was founded by Ron Carson in 1983. Through its three above-mentioned companies, the organization offers a range of services to high net worth investors and financial advisors.

Peak Wealth Alliance said it experienced “record-breaking” growth in 2014, adding over 350 advisors to its platform for practice management and digital marketing solutions, called Digital FortressTM.

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